Clients
Nea Management serves 27 clients. The average client has about $1.32 billion with the firm.
- Pooled investment vehicles27 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 27 | $35,582,968,154 | 100.0% | $1.32B |
| Total | 27 | $35,582,968,154 | 100% | $1.32B |
- Clients
- 27
- Regulatory AUM
- $35,582,968,154
- Share
- 100.0%
- Avg. per client
- $1.32B
Total
- Clients
- 27
- Regulatory AUM
- $35,582,968,154
- Share
- 100%
- Avg. per client
- $1.32B
What it does
Nea Management provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Nea Management provided financial planning to 0 clients last fiscal year and advises 27 private funds.
100.0% of assets ($35.58B across 27 accounts) are managed with discretion. 15% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Nea Management has custody of $35.58B for 27 clients.
- All other custodians$35.58B100%
Ownership and leadership
Nea Manager TC, LLC owns 75% or more of Nea Management, and Anthony Florence is its CEO.
- Owns 75% or more of Nea Management Company, LLC
Nea Manager TC, LLC
Control person · since December 2020
- Owns 75% or more of Nea Manager TC, LLC
Nea Manager Holdings MF, LLC
Control person · since December 2020
- Owns 25% to 50% of Nea Manager Holdings MF, LLC
Blue Mountain Trust Dated April 29, 2019
Control person · since January 2025
Scott Sandell
Trustee · Control person · since April 2019
- Owns 25% to 50% of Nea Manager Holdings MF, LLC
Anthony Florence
Control person · since January 2025
- Owns 25% to 50% of Nea Manager Holdings MF, LLC
The Makhzoumi Family Trust Dated February 11, 2016
Control person · since January 2025
Mohamad Makhzoumi
Trustee · Control person · since February 2016
Louis Citron
Member of the managing member of the adviser · since December 2020
Timothy Schaller
Member of the managing member of the adviser · since December 2020
Suzanne King Trust Dated January 30, 2001
Member of the managing member of the adviser · since December 2020
Suzanne King
Trustee · since January 2001
WSH-Nimbus (S) LLC
Non-managing member · since December 2020
Dyal Capital Partners V Nimbus Aggregator (a) LP
Non-managing member · since December 2020
Leadership
- Anthony FlorenceCo-Chief Executive Officer
- Mohamad MakhzoumiCo-Chief Executive Officer
- Sam CohenChief Financial Officer, Corporate Finance and Tax
- Ronald KosarChief Financial Officer, Partnership Finance
- John UtschigChief Compliance Officer
- Stephanie BrecherChief Legal Officer
- Scott SandellExecutive Chairman & Chief Investment Officer
Staff
- 113 employees
- 51 in advisory functions
Reported holdings
Nea Management’s reported 13F holdings total $1.59B across 26 positions, and the ten largest make up 89.8% of it.
- $1.59B
- Reported 13F value
- 26
- Positions
- 89.8%
- In the 10 largest
- −9.7%
- Value vs. prior quarter
- Trevi Therapeutics, Inc..15.5%
- Mbx Biosciences, Inc..12.6%
- Monte Rosa Therapeutics, Inc..11.7%
- Celcuity Inc..11.3%
- Spyglass Pharma, Inc.. · Com Shs10.4%
- Savara, Inc..9.5%
- Zenas Biopharma, Inc..6.4%
- Coursera, Inc..4.6%
- Aurinia Pharmaceuticals, Inc..4.2%
- Crispr Therapeutics AG · Namen Akt3.6%
Together, the ten largest are 89.8% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $1.59B is not its $35.58B in regulatory assets and does not represent any individual client's portfolio.
Fees
Nea Management is paid through a percentage of assets under management and performance-based fees.
Nea Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Nea Management has 5 offices, with 5 listed addresses across 4 states.
California · 2 listed addresses
- 2855 Sand Hill Road, Menlo ParkHQ
- 215 2nd Street, San Francisco
Florida · 1 listed address
- 313 1/2 Worth Avenue, Palm Beach
Maryland · 1 listed address
- 1954 Greenspring Drive, Timonium
New York · 1 listed address
- 104 5th Avenue, New York
Registration details
- Legal name
- Nea Management Company, LLC
- Headquarters
- 2855 Sand Hill Road, Menlo Park, CA 94025
- Phone
- 650-854-9499
- Website
- Not reported
- SEC file
- 801-127227
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Nea Management have?
Nea Management has 27 clients and manages $35.6 billion for them, as of August 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Nea Management offer?
Nea Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Nea Management have?
Nea Management has 0 investment adviser representatives registered with state securities authorities, out of 113 employees, and 51 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Nea Management?
Nea Management is owned through a chain of holding companies by Anthony Florence. Its direct owner is Nea Manager TC, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Nea Management get paid?
Nea Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file